Cost Calculator

1

What's your name?* This field is required.

First Name

Last Name

2

Whisper Financial has two service packages: Gallery and CollageAtelier is no longer offered. See comparison below and click next to continue.

3

What level of guidance are you seeking?* This field is required.

The Gallery Package

The Collage Package

4

The Atelier Package has two service levels. Choose one.* This field is required.The first retreat is designed to delve into your personal money story, gain a deeper understanding of your motivations, and develop personalized goals. You can choose to have my guidance for your first retreat (~5hr meeting), or you can skip that meeting and take the course on your own time instead.

I would like to have your guidance for the first retreat ($2500 onboarding)

I prefer to take your course instead ($1000 onboarding)

5

What is your family status?* This field is required.

Single, no dependents

Single, with dependents

Married/Partnership, no dependents

Married/Partnership, with dependents

6

What is your household gross income before taxes?* This field is required.Include all income sources.

less than 50,000

$50,001-150,000

$150,001-250,000

$250,001-350,000

$350,001-450,000

$450,001 or more

7

How many investment accounts do you have?* This field is required.Include accounts like a 401k, IRA, 529, as well as nontraditional accounts like Robinhood, Acorns, Coinbase etc.

0

1-2

3-4

5+

8

Are you self employed and/or have business income?* This field is required.This includes rental properties, staking/mining.

YESNO

9

Do you have any equity based compensation?* This field is required.Such as ISOs, RSUs, ESPP etc.

YESNO

10

Do you own any real estate?* This field is required.

Rent

Home only

Home and/or Vacation home

Home and/or Commercial real estate

11

How much consumer debt do you carry?* This field is required.This is credit cards, personal loans, equity line of credit. Do not include your mortgage or student loans.

less than $20,000

$20,000-100,000

more than $100,000

12

Do you have any student loans?* This field is required.

None

Less than $200,000

$200,000-400,000

More than $400,000

13

How many years until you plan to retire?* This field is required.

15+ years

10-15 years

less than 10 years

Currently retired

14

Are you an expat?* This field is required.Or are you involved in any cross-border situations?

YESNO

15

See next screen for pricing and details.* This field is required.Please enter your email address. No spam! You'll see your results when you click next.

example@example.com

16

Your estimated price for the Atelier package is $ per month plus $2,500 onboarding. Click next to book your initial consultation.

17

Your estimated price for the Atelier package is $ per month plus $1,000 onboarding. Click next to book your initial consultation.

18

Great! Let's book your initial consultation.A 45 minute meeting to discuss your needs and see if it makes sense to work together.